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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,261 | $147,727-35.5% | $115,756-17.7% | $134,545-29.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -24.78% | 73.96%-98.7pp | 143.14%-167.9pp | 418.37%-443.2pp |
| Employer contribution / active EE | $1,319 | $4,713-72.0% | $3,793-65.2% | $4,742-72.2% |
| Participant deferral / active EE | $3,375 | $7,563-55.4% | $6,254-46.0% | $6,401-47.3% |
| Admin fee / account holder | $25 | $14,571-99.8% | $8,124-99.7% | $11,431-99.8% |